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Added 5 mins ago
A
Lead
adidas
AB · Edmonton, AB
- Full-time
Performs sales, customer service, merchandising within section, special order, cashiering, stock location, and related store up keeping support duties in order to maintain needed staff…
Added 5 mins ago
HT
Proactive Monitoring Spec.
Husky Technologies
Bolton, ON
- Full-time
Working with the Territory Technical Support team, the Monitoring Center Subject Matter Expert is in charge of monitoring customer’s equipment which is under the Advantage + Elite contract…
Added 5 mins ago
K
Seasonal Sales Associate (Don Mills)
Knix
Toronto, ON
- $19.7 CAD / hour
- Temporary
Stay knowledgeable on our growing product assortment and current promotions to confidently support customer decisions.
Added 5 mins ago
K
Seasonal Sales Associate (Halifax)
Knix
Halifax, NS
- $17.9 CAD / hour
- Temporary
Stay knowledgeable on our growing product assortment and current promotions to confidently support customer decisions.
Added 20 mins ago
CC
Retail Shift Leader
Canna Cabana
Canmore, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 20 mins ago
Senior Client Portfolio Manager (FX Dealer)
Ebury
Toronto, ON
We are looking for a Client Portfolio Manager in our Toronto Office, with proven dealing, trading and account management experience. The successful candidate will manage a significant…
Added 35 mins ago
C(
Administrative assistant
Centro (Ortnec)
Montreal, QC
- Full-time
We are looking for a proactive, highly organized, and reliable Personal Assistant to the CEO to provide comprehensive support across both business and personal matters. This role has a…
Added 35 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
London, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 35 mins ago
Prepared Foods - Clerk Department Second Deli
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Moncton, NB
Provide customers with friendly and professional service. Fulfill duties for all areas of the Deli/ A La Carte Department. Supervise the Deli/A La Carte Department and staff in the absence…
Added 35 mins ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Osoyoos, BC
- Full-time
Always put the Customer first and provides superior customer service
Added 35 mins ago
W
(CAN) Consumables Associate
Walmart
Surrey, BC
- Part-time
7. Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 35 mins ago
W
Asset Protection Associate
Walmart
Georgetown, ON
- Full-time
…helps prevent financial and physical loss, reduce shrink, and support store profitability. Through awareness, observation, and teamwork, the Asset Protection Associate helps protect people,…
Added 1 hour ago
CW
Office Coordinator
Canadian Wealth Inc.
Calgary, AB
- Full-time
Work closely with the Operations Manager to support daily business operations and administrative activities.
Added 1 hour ago
K
Seasonal Sales Associate (Guildford)
Knix
Surrey, BC
- $19.7 CAD / hour
- Temporary
Stay knowledgeable on our growing product assortment and current promotions to confidently support customer decisions.
Added 1 hour ago
BC
Miu Miu Client Advisor Toronto Bloor St.Holt Renfrew
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Place the Customer at the center, creating a welcoming environment and striving to meet their every need and request, providing them with an excellence service in accordance to the "client…
Added 1 hour ago
K
Seasonal Sales Associate (Chinook)
Knix
Calgary, AB
- $19.7 CAD / hour
- Temporary
Stay knowledgeable on our growing product assortment and current promotions to confidently support customer decisions.
Added 1 hour ago
S
Seasonal Retail Sales Consultant - Part Time - Toronto Premium Outlets, Halton Hills, ON
Swarovski
Toronto, ON
- Part-time
Deliver outstanding customer service and create emotional connections through storytelling
Added 1 hour ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Halton Hills, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 1 hour ago
Office Manager
EBC Inc.
Mississauga, ON
Reporting to the Executive Assistants supporting the Buildings and Civil divisions, the Office Manager will work collaboratively across the organization and will have responsibility for…
Added 1 hour ago
Registered Nurse
Bayshore
Hamilton, ON
Able to manage relationships with exceptional customer service.
Added 1 hour ago
CC
Retail Shift Leader
Canna Cabana
Canmore, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 1 hour ago
CC
Retail Store Manager
Canna Cabana
AB · Christy's Corner, Edmonton, AB
- Full-time
The Retail Store Manager at St Albert Trail NW, Edmonton, AB is responsible for the daily operations and profitability of the establishment according to set goals and business objectives.…
Added 1 hour ago
CC
Retail Shift Leader
Canna Cabana
Canmore, AB
- Full-time
…cannabis retail regulations, and delivers a high standard of customer service in a fast-paced retail environment. The role is performed on a split-shift basis built around the store's…
Added 1 hour ago
TH
Dir. de l'Exploitation, CDR
The Home Depot Canada
Mississauga, ON
- Full-time
The Operations Department Manager is responsible for building a high performance work culture that consistently drives results, delivers exceptional customer service, while promoting a safe…
Added 1 hour ago
TH
Operations Manager : Inventory Control and Problem Resolution *AVRO/FDC*
The Home Depot Canada
Mississauga, ON
- Full-time
The Operations Department Manager is responsible for building a high performance work culture that consistently drives results, delivers exceptional customer service, while promoting a safe…

RBC

Senior Investment Funds Advisor

Vancouver, BC, Canada

The expected base salary range for the above position is $67,000 - $1100,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. · Full-time

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Job details

Pay: The expected base salary range for the above position is $67,000 - $1100,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Nov 13, 2026
Experience: 7-10 years of client-facing experience in the investment industry.
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Description

What is the opportunity?

As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors while providing access to the full suite of active and index investment solutions through the fund offerings of RBC GAM, PH&N and BlueBay.

As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base. Your expertise in client service, relationship management, and business development will be key to our team’s success.

Please visit: https://www.phn.com/ for more information.

What will you do?

Develop and nurture long-term relationships with an assigned group of clients, providing tailored investment recommendations and exceptional client service to foster trust and retention.
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Improve client retention, asset consolidation, and referral opportunities by delivering high-quality client service and consistent, proactive support to your clients.
Expand your client base by fostering referrals from the Investment Funds Centre, our RBC partners, and other centers of influence.
Identify and connect clients with additional RBC services or partners as appropriate.
Stay informed of regulatory changes and adopt practices accordingly to maintain compliance and operational excellence.
Seek ways to optimize client service practices and contribute to a seamless, efficient client experience across the business.
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.

What do you need to succeed?

Must Have

Completion of the Investment Funds in Canada, (IFIC) or Canadian Securities Course (CSC).
Financial Planning Designation (PFP or CFP).
7-10 years of client-facing experience in the investment industry.
Good working knowledge of retirement products (RSPs, LIFs, IPPs, RIFs), investment products (TFSAs), and RESPs.
5+ years as a dedicated advisor managing client investment needs and providing investment and general planning advice.
Proven expertise in business development and relationship-building.
Strong verbal and written communication skills

Nice to Have

Bilingual proficiency in French, both written and spoken.
Completion of Conduct and Practices Handbook (CPH) and/or Chartered Investment Manager (CIM) designation.

What’s in it for you?

Join the leading asset management firm in Canada, immerse yourself in a money management firm and surround yourself with some of the brightest minds in the industry. Make connections that will help you learn about roles and potentially achieve career progression within the organization.

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies

This position will be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-30

Application Deadline:

2026-11-13

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

The Senior Investment Funds Advisor will manage and expand an established client portfolio by providing tailored investment recommendations and proactive financial planning advice. They will also collaborate with leadership to mentor team members and drive business development through strategic partnerships.

Requirements

Candidates must hold a professional designation such as PFP or CFP and have completed the IFIC or CSC. A minimum of 7-10 years of client-facing experience in the investment industry is required, along with proven expertise in relationship management.

Skills

Client counseling
Critical thinking
Decision making
Investment banking
Investment consulting
Investment management
Private banking
Product services
Financial planning
Business development
Relationship building
Regulatory compliance
Mentorship
Portfolio management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Coaching and development
Flexible work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Investment Funds
RBC Global Asset Management
PH&N
Financial Planning
Tax Planning
Estate Planning
Retirement Planning
IFIC
CSC
PFP
CFP
RSP
LIF
IPP
RIF
TFSA
RESP
Business Development
Relationship Management
Regulatory Compliance
Asset Management
Wealth Management
Client Service
Mentorship
Investment Solutions

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